SPECIAL NEEDS SYMPOSIUM – MAY 3, 2024
Featuring: Special Guest Theresa M. Varnet
JOIN US FOR A FREE SPECIAL NEEDS PLANNING SYMPOSIUM FOR LOCAL PROFESSIONALS
Date: May 3, 2024
Time: 2:30-6:30pm
Location: Neal Blaisdell, Pikake Room (Map Link)
Price: FREE to local professionals who are assisting persons and families with special needs and disabilities: Special Needs Planners, CPA’s, Attorney’s, Financial Planners, Trust Companies, Department of Health, Banks, Medicaid Consultants, Investment Companies, Charities, Non-Profits and more…
TOPICS:
- Review of fundamental public benefits for persons with disabilities 
- Distinctions between 1st party, 3rd party SNTS and Able Avcound and when appropriate to use each 
- Choosing the best trustee and pitfalls in administering a SNT 
- NEW HOTMA Regulations and how they impact distributions from SNTs 
Space is limited! Sign Up Today! Call 808-295-6319 for any questions or email us here!
 
                         
                